ZIM
Zacks Investment Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198M | Buy |
2,026,684
+7,000
| +0.3% | +$684K | 1.7% | 8 |
|
|
2025
Q1 | $177M | Buy |
2,019,684
+54,488
| +3% | +$4.78M | 1.66% | 10 |
|
|
2024
Q4 | $178M | Sell |
1,965,196
-229,434
| -10% | -$20.7M | 1.64% | 10 |
|
|
2024
Q3 | $177M | Buy |
2,194,630
+216,008
| +11% | +$17.4M | 1.54% | 10 |
|
|
2024
Q2 | $134M | Buy |
1,978,622
+83,831
| +4% | +$5.68M | 1.51% | 13 |
|
|
2024
Q1 | $114M | Buy |
1,894,791
+1,276,553
| +206% | +$76.8M | 1.22% | 20 |
|
|
2023
Q4 | $97.5M | Sell |
618,238
-297,717
| -33% | -$46.9M | 1.2% | 21 |
|
|
2023
Q3 | $146M | Buy |
915,955
+4,593
| +0.5% | +$735K | 1.9% | 7 |
|
|
2023
Q2 | $143M | Buy |
911,362
+9,835
| +1% | +$1.55M | 1.8% | 7 |
|
|
2023
Q1 | $133M | Buy |
901,527
+20,304
| +2% | +$2.99M | 1.78% | 8 |
|
|
2022
Q4 | $123M | Buy |
881,223
+49,653
| +6% | +$6.92M | 1.71% | 13 |
|
|
2022
Q3 | $108M | Buy |
831,570
+17,690
| +2% | +$2.29M | 1.72% | 10 |
|
|
2022
Q2 | $99M | Buy |
813,880
+42,817
| +6% | +$5.21M | 1.51% | 14 |
|
|
2022
Q1 | $115M | Buy |
771,063
+44,126
| +6% | +$6.57M | 1.59% | 8 |
|
|
2021
Q4 | $105M | Buy |
726,937
+7,018
| +1% | +$1.02M | 1.48% | 11 |
|
|
2021
Q3 | $100M | Buy |
719,919
+17,899
| +3% | +$2.49M | 1.58% | 8 |
|
|
2021
Q2 | $99M | Buy |
702,020
+35,051
| +5% | +$4.94M | 1.6% | 7 |
|
|
2021
Q1 | $90.6M | Sell |
666,969
-65,570
| -9% | -$8.91M | 1.61% | 7 |
|
|
2020
Q4 | $106M | Sell |
732,539
-105,567
| -13% | -$15.2M | 1.95% | 5 |
|
|
2020
Q3 | $117M | Buy |
838,106
+70,009
| +9% | +$9.79M | 2.38% | 4 |
|
|
2020
Q2 | $92M | Sell |
768,097
-33,850
| -4% | -$4.05M | 2.02% | 4 |
|
|
2020
Q1 | $91.1M | Buy |
801,947
+32,019
| +4% | +$3.64M | 2.23% | 4 |
|
|
2019
Q4 | $91.5M | Sell |
769,928
-48,545
| -6% | -$5.77M | 1.71% | 8 |
|
|
2019
Q3 | $97.1M | Buy |
818,473
+18,717
| +2% | +$2.22M | 1.95% | 4 |
|
|
2019
Q2 | $88.4M | Buy |
799,756
+6,689
| +0.8% | +$739K | 1.81% | 6 |
|
|
2019
Q1 | $77.3M | Sell |
793,067
-7,650
| -1% | -$746K | 1.66% | 13 |
|
|
2018
Q4 | $74.6M | Sell |
800,717
-10,324
| -1% | -$962K | 1.8% | 10 |
|
|
2018
Q3 | $76.2M | Buy |
811,041
+49,680
| +7% | +$4.67M | 1.59% | 9 |
|
|
2018
Q2 | $65.2M | Buy |
761,361
+6,041
| +0.8% | +$517K | 1.42% | 14 |
|
|
2018
Q1 | $67.2M | Buy |
755,320
+995
| +0.1% | +$88.5K | 1.49% | 11 |
|
|
2017
Q4 | $74.5M | Buy |
754,325
+12,677
| +2% | +$1.25M | 1.62% | 8 |
|
|
2017
Q3 | $58M | Buy |
741,648
+8,890
| +1% | +$695K | 1.36% | 16 |
|
|
2017
Q2 | $55.5M | Buy |
732,758
+17,120
| +2% | +$1.3M | 1.37% | 15 |
|
|
2017
Q1 | $51.6M | Buy |
715,638
+84,635
| +13% | +$6.1M | 1.31% | 18 |
|
|
2016
Q4 | $43.6M | Sell |
631,003
-19,158
| -3% | -$1.32M | 1.25% | 18 |
|
|
2016
Q3 | $46.9M | Buy |
650,161
+54,632
| +9% | +$3.94M | 1.33% | 17 |
|
|
2016
Q2 | $43.5M | Buy |
595,529
+128,433
| +27% | +$9.38M | 1.33% | 19 |
|
|
2016
Q1 | $32M | Buy |
467,096
+50,962
| +12% | +$3.49M | 1.01% | 26 |
|
|
2015
Q4 | $25.5M | Sell |
416,134
-44,300
| -10% | -$2.72M | 0.83% | 38 |
|
|
2015
Q3 | $29.9M | Sell |
460,434
-14,934
| -3% | -$968K | 1.04% | 22 |
|
|
2015
Q2 | $33.7M | Buy |
475,368
+98,153
| +26% | +$6.96M | 1.07% | 22 |
|
|
2015
Q1 | $31M | Sell |
377,215
-53,675
| -12% | -$4.41M | 0.98% | 23 |
|
|
2014
Q4 | $37M | Buy |
430,890
+22,554
| +6% | +$1.94M | 1.2% | 16 |
|
|
2014
Q3 | $31.2M | Sell |
408,336
-43,333
| -10% | -$3.31M | 1.09% | 22 |
|
|
2014
Q2 | $33.9M | Sell |
451,669
-996
| -0.2% | -$74.8K | 1.2% | 15 |
|
|
2014
Q1 | $34.6M | Buy |
452,665
+320,150
| +242% | +$24.5M | 1.28% | 15 |
|
|
2013
Q4 | $10.4M | Sell |
132,515
-10,042
| -7% | -$790K | 0.41% | 92 |
|
|
2013
Q3 | $10.5M | Buy |
142,557
+37,894
| +36% | +$2.8M | 0.46% | 84 |
|
|
2013
Q2 | $7.8M | Buy |
+104,663
| New | +$7.8M | 0.36% | 115 |
|